Mark Phones Primary plugin marks inactive phones as primary

When running the Mark Phones Primary plugin to mark a specific phone type as Primary, inactive phone records may be marked as Primary.

Article
Number:74244

Products:

Raiser_s_Edge_RE

Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.

Steps to Duplicate

1. Open constituent record for Robert Hernandez2. On Bio1 tab, mark Show Inactive Phones and Emails3. Mark the first Home phone type number displayed as Inactive4. Save and close constituent record5. Go to Query>New Query, and select a Constituent query6. Create a query for Robert Hernandez's Constituent ID (96 in sample data). Use criteria Constituent Information>Constituent ID equals 967. Save and close query8. Click Plug-ins9. Select Delete Phones Plugin10. Select query for Robert Hernandez11. For Phone Type: select Home12. For Primary Status: select Mark Primary13. For Inactive Status: select Take no action14. Click Begin15. Message pops that it was successful. Click OK16. Open constituent record for Robert Hernandez17. Mark option to Show inactive phones18. Note that the first Home phone is now marked as Primary, and is still marked as Inactive.